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About this Advisor
Kristie Leslie is a financial advisor who works in New York, New York, with a total of 25 years of work experience. Leslie is an advisor for Morgan Stanley. During their career, Leslie has held roles at Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Leslie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Delaware and Texas. Morgan Stanley is a registered investment business based in New York, New York. The company has offices in 702 locations and a total of 26,000 financial advisors. It oversees $735 billion in assets across its 1,724,668 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Morgan Stanley likely consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kristie Leslie Work History
Kristie has 25 years of experience.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets Inc
Kristie Leslie has no disclosures.
Please visit their SEC profile for more details.